CHAM
STEM icon

Clear Harbor Asset Management’s Stem STEM Stock Holding History

Clear Harbor Asset Management’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-658
Closed -$28.8K – 392
2024
Q1 		$28.8K Sell
658
-27
-4% -$1.5K ﹤0.01% 358
2023
Q4 		$53.2K Sell
685
-284
-29% -$19.6K ﹤0.01% 360
2023
Q3 		$82.2K Hold
969
– – 0.01% 334
2023
Q2 		$111K Sell
969
-365
-27% -$36.2K 0.01% 333
2023
Q1 		$151K Buy
1,334
+11
+0.8% +$1.86K 0.02% 350
2022
Q4 		$237K Sell
1,323
-98
-7% -$23.6K 0.03% 299
2022
Q3 		$379K Sell
1,421
-71
-5% -$18.2K 0.05% 236
2022
Q2 		$214K Sell
1,492
-106
-7% -$17.6K 0.03% 318
2022
Q1 		$352K Buy
+1,598
New +$372K 0.04% 271

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Clear Harbor Asset Management's STEM Position: Q2 2024 in Review

Clear Harbor Asset Management sold out of Stem (STEM) in Q2 2024, closing a stake of 658 shares — an estimated $28.8K sold.

Clear Harbor Asset Management first reported a position in STEM in Q1 2022 and held it in 9 quarters. The position peaked at $379K in Q3 2022. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

  • Clear Harbor Asset Management reported no remaining Stem position as of Q2 2024 after selling out during the quarter.
  • Clear Harbor Asset Management sold 658 Stem shares in Q2 2024, an estimated $28.8K.
  • Clear Harbor Asset Management first reported a position in Stem in Q1 2022 and held it in 9 quarters.
  • Clear Harbor Asset Management's Stem position peaked at $379K in Q3 2022.
  • 182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on Clear Harbor Asset Management's 13F filing for Q2 2024, filed 17 Jul 2024.